OIA
WCLD

Optimum Investment Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Optimum Investment Advisors’s Portfolio WCLD Stock Details WCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-100
Closed -$5K – 962
2020
Q4 		$5K Buy
+100
New +$4.77K ﹤0.01% 789

Other funds holding WCLD

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
CLCM
Center Lake Capital Management West Palm Beach, Florida $45.8M AUM 58.23% 1-Year Est. Return
BWM
Bulltick Wealth Management Miami, Florida $453M AUM 18.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Optimum Investment Advisors's WCLD Position: Q1 2021 in Review

Optimum Investment Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2021, closing a stake of 100 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in WCLD in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 181 funds tracked by Wall St. Rank hold WCLD as of Q1 2021.

  • Optimum Investment Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 WisdomTree Cloud Computing Fund shares in Q1 2021, an estimated $5K.
  • Optimum Investment Advisors first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 1 quarter.
  • Optimum Investment Advisors's WisdomTree Cloud Computing Fund position peaked at $5K in Q4 2020.
  • 181 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2021.

Based on Optimum Investment Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.